Unify a Mixed Methodology Portfolio

Improve portfolio oversite and agility without going old school command and control.


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Without a strategic approach to managing a mixed methodology portfolio, you risk:

  • Lack of visibility into works-in-progress.
  • An increasing backlog of projects that get started but are never finished.
  • A growing gap between portfolio owners, project managers, and teams.

With a strategic approach to managing a mixed methodology portfolio, you can:

  • Maintain ongoing visibility into works-in-progress.
  • Achieve a greater balance of supply and demand, sprint-over-sprint.
  • Better alignment between decision makers, Agile practitioners, and project teams.

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Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.

Module 1: Assess Current State of the Portfolio

The Purpose

  • Determine the current state of your project execution and portfolio oversight practices.
  • Align different types of projects within a unified portfolio.
  • Define the best roles and engagement strategies for individual stakeholders as you transition to an Engaged Agile Portfolio.

Key Benefits Achieved

  • A current state understanding of project and portfolio management challenges.
  • Bolster the business case for developing an Engaged Agile Portfolio.
  • Increase stakeholder and team buy-in.

Activities: Outputs:
1.1 Calculate the size of your portfolio in human resource hours.
  • Your portfolio’s project capacity in resource hours.
1.2 Estimate your project sizes and current project methodology mix.
  • Better understanding of project demand and portfolio mix.
1.3 Document the current known status of your in-flight projects.
  • Current state visibility.
1.4 Perform a project execution portfolio oversight survey.
  • An objective assessment of current areas of strengths and weaknesses.

Module 2: Define Your Portfolio Processes

The Purpose

  • Objectively and transparently approve, reject, and prioritize projects.
  • Prioritize work to start and stop on a sprint-by-sprint basis.
  • Maintain a high frequency of accurate reporting.
  • Assess and report the realization of project benefits.

Key Benefits Achieved

  • Improve timeliness and accuracy of project portfolio reporting.
  • Make better, faster decisions about when to start and stop work on different projects.
  • Increase stakeholder satisfaction.

Activities: Outputs:
2.1 Develop a portfolio intake workflow.
  • An intake workflow.
2.2 Develop a prioritization scorecard and process.
  • A prioritization scorecard and process.
2.3 Establish a process to estimate sprint demand and resource supply.
  • A process to estimate sprint demand and resource supply.
2.4 Develop a process to estimate sprint value and necessity.
  • A process to estimate sprint value and necessity.

Module 3: Implement Your Processes

The Purpose

  • Analyze the potential change impacts of your new portfolio processes and how they will be felt across the organization.
  • Develop an implementation plan to ensure strategy buy-in.

Key Benefits Achieved

  • A strategic and well-planned approach to process implementation.

Activities: Outputs:
3.1 Analyze change impacts of new portfolio processes.
  • A change impact analysis.
3.2 Prepare a communications plan based upon change impacts.
  • A communications plan.
3.3 Develop an implementation plan.
  • An implementation plan.
3.4 Present new portfolio processes to portfolio owners.
  • Portfolio strategy buy-in.
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